Focused And Personalized Attention Concerning Your Estate Planning Needs
Californians may have heard of an interesting story of reunion, and some unexpected inheritance, that brought together two families that never knew of their common ancestry. All of it was caught on camera as part of an Irish television show called "Dead Money" that...
Readers of the blog here in California know that setting up a trust can be an excellent way to preserve and utilize money for a specific purpose, or a specific person. Many estate plans include at least one trust, and they are favored because of the peace of mind and...
People in California may have seen a recent article proposing ways in which people can protect their digital accounts and social media assets after death. While it's something many people haven't thought much about, these staggering statistics might be reason enough:...
California residents may have seen the recent headlines about the Godfather of Soul, James Brown, and the turmoil surrounding his substantial estate since his death in 2006. Brown died at the age of 73 and left behind an estate purportedly worth anywhere between $5...
People in same-sex relationships in California have had a tumultuous ride over the last year. Between Proposition 8 and the uncertainty over the Federal Defense of Marriage Act, it might be difficult for same-sex couples and people in domestic partnerships to even...
Readers of this blog may have seen the recent piece about Phil Mickelson's frustration with the California state income tax. He's certainly not the only one complaining, as income taxes have steadily increased over the last several years and certainly seem likely to...
A recent news story focused on a California woman who was preparing her will and deciding how to split her earthly possessions amongst her four children. Ultimately, she decided that she would exclude one of her children from receiving any inheritance. Of course,...
California sports hero and worldwide golf superstar Phil Mickelson had some choice words about the new state and federal income tax rates he, as one of the highest-paid athletes in the world, will be forced to pay as a California resident. That is, if he remains in...
Many readers here in California may be fans of recording artist Amy Grant. Of course, like any famous singer, Grant carries on much of her life outside of the public eye. In a recent article, the singer opened up about her parents' life as they reached old age and its...
High-income Californians may have expected a modest tax increase this year but that does not mean anyone is excited about having to pay up to 3 percent more in income taxes this year. While dependent exemptions went up a paltry $6 per child, people making over...